Nice article! Do you have any insights into which cloud new startups are chosing?
At this moment everyone is moving to the cloud, both legacy business as well as start ups. So the future prospects of any cloud can not yet be fairly assessed with the total growth figures at this time.
As the majority of businesses get replaced by newcomers over time, the cloud that’s most attractive to these newcomers will be the one that wins in the long run.
Since Microsoft has been around for so long I wonder how much of the growth that’s presented here consists of such legacy businesses?
This is very helpful! I'd love to learn more about what kind of Azure AI use cases are gaining most traction, as $800mn in quarterly AI revenue is no chump change. Satya mentioned most of this AI workload was from inferencing, not training, which was interesting.
Nice summary Eric!
Thanks Lars!
Nice article! Do you have any insights into which cloud new startups are chosing?
At this moment everyone is moving to the cloud, both legacy business as well as start ups. So the future prospects of any cloud can not yet be fairly assessed with the total growth figures at this time.
As the majority of businesses get replaced by newcomers over time, the cloud that’s most attractive to these newcomers will be the one that wins in the long run.
Since Microsoft has been around for so long I wonder how much of the growth that’s presented here consists of such legacy businesses?
This is very helpful! I'd love to learn more about what kind of Azure AI use cases are gaining most traction, as $800mn in quarterly AI revenue is no chump change. Satya mentioned most of this AI workload was from inferencing, not training, which was interesting.